Fiat & Crypto Statement Labeling
1
Reference Data
Vendors (.xlsx, one sheet per legal entity)
Upload Vendors
Customers (.xlsx, one sheet per legal entity)
Upload Customers
Merchants (.xlsx, single sheet)
Upload Merchants
No reference data loaded yet.
2
New Statement
Statement Type
Fiat
Crypto
Legal Entity
Bank Format
Coutts GBP
Coutts EUR
Account No. (optional)
Account Name (optional)
Raw Statement (.xlsx)
Process Statement
3
Review & Label
Date
Description
Currency
Amount
Counterparty Type
Counterparty
Merchant
Status
4
Export
Download the Dynamics 365 Business Central upload file for this statement.
Download Upload File